Bellerophon Wealth Management - Charleston Financial Advisor for Business Owners Financial Planning Grounded in Strategy, Lifted by Vision
At Bellerophon Wealth Management, we work with those who refuse to settle for ordinary. Small business owners. Individuals who are building both wealth and legacies. Like the mythic hero who tamed Pegasus, our clients are ready to take the reins of their financial lives with clarity, courage, and conviction.
As an independent, fee-only fiduciary financial advisor, we offer transparent, collaborative advice rooted in years of experience and personal attention. Scaling a business? Navigating equity compensation? Preparing for a fulfilling retirement? Whatever your goal, our goal is to support your vision with informed guidance and holistic financial planning every step of the way.
Based in Charleston, South Carolina, with its deep roots and daring spirit, we blend tradition with momentum. Our mission is simple: help you make bold moves backed by intelligent, independent strategy.
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Keywords: Charleston Financial Advisor, Financial Advisor for Business Owners, wealth management in Charleston SC, fee-only financial advisor Charleston, fiduciary advisor Charleston, retirement planner Charleston, investment management Charleston SC, small business financial planner Charleston

Hour: Mon-Fri 9-5pm ET

Year of Est.: 11 Years

Date Opened March 2025

FINANCIAL ASSOCIATIONS:

Associations: Chartered Market Technician (CMT®)

Certs: CFA Candidate (Level III), LPL Association,

State Licensure : South Carolina (Agent & Investment Adviser Representative), Georgia (Agent)

Social link:

https://brokercheck.finra.org/search/genericsearch/grid

https://www.facebook.com/bellerophonwealthmanagement/

https://x.com/bellerophonchs

https://www.linkedin.com/in/trent-derrick-cmt/